Create Sales Invoice Form Configuration

Make sure you have already created a sales invoice form spec with the fields given in the reference.
  1. Go to Configurator > Settings.

    The Settings page appears.

  2. Click the Promotion And Discounts Form Configuration card.
    Promotion And Discounts Form Configuration 1
  3. Click the Create button located on the top left corner.
    Promotion And Disounts Form Configuration Page
  4. Enter a title for the configuration in the Title textbox.
    Create Sales Invoice Form Configurations Page
  5. Select SalesInvoice from the Form Spec Type dropdown.
  6. Select a form spec from the Form Spec dropdown.
  7. Configure the appropriate form fields to the Form Field Spec Type under the Form Field column.
    Sales Invoice Form Fields Configuration
    Note: You must configure relevant form fields to all the form field spec types. You are not allowed to save the configuration until you map all the entity field spec types.
  8. Click Save.